The Process is Simple

Advances in technology have made working in a virtual environment easy and extremely secure. Whilst CloudForce performs your SMSF Compliance work, you have complete control of your data.

We have designed a workflow process that’s easy, flexible and effective. Our SMSF Accountants have been working with Australian SMSF Compliance and Auditing work for at least 4 years, while our onshore Senior CloudForce SMSF Advisors have been working with SMSF Compliance and Auditing work for over 20 years.

We pride ourselves on making Outsourcing straightforward and painless for all our clients.

We have a simple eight step process for completing your work on time and to the highest quality.

THE WHOLE PROCESS IS DESIGNED TO MEET YOUR NEEDS

Simple Process

HOW IT WORKS

  1. When your client’s records come into your office, simply scan and upload to our portal.
  2. Work is either processed on our system, in the Cloud or via remote access to your system.
  3. Work is undertaken by one of our SMSF Accountants and any queries will be emailed to your Team.
  4. After the queries have been resolved, we send the file to an onshore Senior CloudForce SMSF Advisor for review. We send through the reviewed file to you for approval.
  5. The Job is finalised and your Team presents the work to the client.
  6. If you have requested that we perform an independent SMSF Audit on the fund, the fund documents will be sent to our Auditor.
  7. The Auditor will action and complete the Audit.
  8. The Auditor will then provide you with the completed Audit Report.
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Portal

Our Portal is managed through our Partnership with Box to give you the simplest way to upload documents. For more information on Box, click here.

Security

Security is a concern for anyone considering Outsourcing. Click here to find out about our stringent security measures.

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